Allworth Financial’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $90.3K | Buy |
572
+109
| +24% | +$18.7K | ﹤0.01% | 1901 |
|
|
2025
Q4 | $84.6K | Buy |
463
+216
| +87% | +$36K | ﹤0.01% | 1855 |
|
|
2025
Q3 | $36.8K | Buy |
247
+31
| +14% | +$5.15K | ﹤0.01% | 2312 |
|
|
2025
Q2 | $38.9K | Buy |
216
+19
| +10% | +$3.37K | ﹤0.01% | 2099 |
|
|
2025
Q1 | $34K | Buy |
197
+14
| +8% | +$2.44K | ﹤0.01% | 1750 |
|
|
2024
Q4 | $31.7K | Sell |
183
-37
| -17% | -$6.61K | ﹤0.01% | 1814 |
|
|
2024
Q3 | $38.8K | Hold |
220
| – | – | ﹤0.01% | 1526 |
|
|
2024
Q2 | $36.5K | Buy |
220
+50
| +29% | +$8.3K | ﹤0.01% | 1529 |
|
|
2024
Q1 | $29.5K | Buy |
170
+116
| +215% | +$19.7K | ﹤0.01% | 1545 |
|
|
2023
Q4 | $8.82K | Sell |
54
-30
| -36% | -$4.59K | ﹤0.01% | 2032 |
|
|
2023
Q3 | $12.7K | Buy |
84
+40
| +91% | +$6.46K | ﹤0.01% | 1754 |
|
|
2023
Q2 | $7.36K | Hold |
44
| – | – | ﹤0.01% | 1955 |
|
|
2023
Q1 | $6.63K | Buy |
44
+1
| +2% | +$167 | ﹤0.01% | 1937 |
|
|
2022
Q4 | $7.55K | Sell |
43
-5
| -10% | -$923 | ﹤0.01% | 1774 |
|
|
2022
Q3 | $9K | Sell |
48
-90
| -65% | -$17.7K | ﹤0.01% | 1700 |
|
|
2022
Q2 | $25K | Buy |
138
+35
| +34% | +$6.55K | ﹤0.01% | 1147 |
|
|
2022
Q1 | $20K | Buy |
103
+7
| +7% | +$1.22K | ﹤0.01% | 1264 |
|
|
2021
Q4 | $16K | Buy |
96
+61
| +174% | +$9.87K | ﹤0.01% | 1202 |
|
|
2021
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 1476 |
|
|
2021
Q2 | $6K | Sell |
35
-100
| -74% | -$16K | ﹤0.01% | 1164 |
|
|
2021
Q1 | $20K | Sell |
135
-7
| -5% | -$1.07K | ﹤0.01% | 793 |
|
|
2020
Q4 | $23K | Buy |
142
+115
| +426% | +$18.3K | ﹤0.01% | 640 |
|
|
2020
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 880 |
|
|
2020
Q2 | $5K | Sell |
27
-4
| -13% | -$697 | ﹤0.01% | 864 |
|
|
2020
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 870 |
|
|
2019
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 763 |
|
|
2019
Q3 | $5K | Hold |
31
| – | – | ﹤0.01% | 680 |
|
|
2019
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 708 |
|
|
2019
Q1 | $4K | Buy |
31
+4
| +15% | +$529 | ﹤0.01% | 720 |
|
|
2018
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 684 |
|
|
2018
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 690 |
|
|
2018
Q2 | $4K | Buy |
+27
| New | +$3.35K | ﹤0.01% | 677 |
|
Other funds holding JKHY
VCM
VPM
CBU
Allworth Financial's JKHY Position: Q1 2026 in Review
Allworth Financial increased its Jack Henry & Associates (JKHY) stake by 24% in Q1 2026, buying an estimated $18.7K and bringing the position to 572 shares worth $90.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.
Allworth Financial first reported a position in JKHY in Q2 2018 and has held it in 32 quarters since. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.
- Allworth Financial held 572 shares of Jack Henry & Associates worth $90.3K as of Q1 2026.
- Allworth Financial bought 109 Jack Henry & Associates shares in Q1 2026, an estimated $18.7K.
- Jack Henry & Associates made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1901 holding.
- Allworth Financial first reported a position in Jack Henry & Associates in Q2 2018 and has held it in 32 quarters since.
- 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.